How to hedge some big tech gains going into the market uncertainty next week

Given the uncertainty surrounding the election next week and some mixed mega-cap technology earnings this week, I want to book some 2024 chip stock profits. I want to hedge my exposure by owning put options in the high-flying VanEck Semiconductor ETF (SMH) . SMH YTD mountain VanEck Semiconductor ETF, YTD Risk can happen fast. The […]

How to leverage higher income limits for the 0% capital gains bracket

dowell | Moment | Getty Images The earnings limit for the 0% capital gains bracket will rise in 2025, which could offer tax planning opportunities, financial experts say. At sale, profitable assets owned for more than one year qualify for lower taxes — known as long-term capital gains. Those rates are 0%, 15% or 20%, […]

Here’s how to know if active ETFs are right for your portfolio

Izusek | E+ | Getty Images Exchange-traded funds are generally known for passive strategies. But there has been a surge in actively managed ETFs as investors seek lower costs and more precision, experts say. Active ETFs represented just more than 2% of the U.S. ETF market at the beginning of 2019. But these funds have […]

How to play AI without owning chip stocks like Nvidia: Fund manager

Buying shares of Nvidia or other semiconductor and Big Tech stocks is just one way to play the artificial intelligence theme. There’s a cheaper way to play it, Sean Peche of Ranmore Fund Management told CNBC Pro Talks last week. “Most investors over the last couple of years have thought that the only way to […]

How to invest in the fourth quarter, according to the pros

The year has reached its last quarter. Equity markets have been volatile, with the S & P 500 rising 0.42% to a record close of 5,762.48 on Sept. 30 as investors continued to bet on themes like the potential for artificial intelligence and interest rate cuts. Chinese markets have seen renewed interest with the CSI […]

How to invest for a lower interest rate environment

It could be time to rethink popular portfolio strategies for a lower interest rate environment. The Federal Reserve’s half-percent rate cut on Wednesday marked the first time in more than four years it moved to lower the benchmark interest rate. According to VanEck CEO Jan van Eck, investors should start thinking about how the changing […]

Chip sector comeback is running out of steam. How to bet on a downturn

September has arrived, a month historically associated with significant market corrections. In four of the past five years, the S & P 500 has experienced pullbacks ranging from 4% to 5% during this time. With major earnings reports behind us and no significant catalysts like Nvidia earnings to drive the market, I’m considering taking a […]

How to retool your 60/40 portfolio for income generation, per BlackRock

Investors with an eye toward income generation — especially as they look toward retirement — may want to consider fine-tuning their “balanced” portfolios, according to recent research from BlackRock. The S & P 500 has surged 17% in 2024, rising on exuberance around tech and the artificial intelligence trade. Tech darling Nvidia , up more […]